Robert Curry is a CFA-designated registered investment advisor at Blong Financial, based in Memphis, TN, with 13 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 326 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
bLong Financial's annual investment management fee is a percentage of the assets they manage, and the specific rate depends on the investment strategy used.
- For portfolios less than $1 million, the fee ranges from 0.50% to 1.50% per year.
- For portfolios greater than $1 million, the fee ranges from 0.50% to 1.00% per year.
These fees are paid quarterly, either in advance or after the quarter, as detailed in your agreement.
Location
5391 Normandy Rd, Memphis, TN, 38120
Get directionsHistory
Regulatory History (2)
Regulatory
September 2020Customer Dispute
June 2018Other Business Activities
Robert is the 100% owner of Greenway Holdings, LLC, an investment holding company with subsidiaries in HVAC services, industrial distribution, and retail boots. He serves as Manager of Greenway HVAC, USC Distribution, LLC, and Forge Work Boots & Gear, LLC, spending about 10-20% of his time providing support and strategic direction.
Employment History
Current Registrations
Blong Financial
Previous Registrations
Greenway Capital Management, LLC
Alluvion Investments, LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.